KeyCorp

20 hours ago

Licensed Private Client Banker

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Serve as a Private Client Banker focused on the full client relationship, using a plan-based approach to deliver and refer investment and insurance solutions for clients with up to $2M in investable assets. Build referral pipelines through prospecting and centers of influence, open personal and business accounts, and support branch operations including Teller assistance. You’ll also ensure compliance with operational, risk, security, and audit procedures while partnering with branch and line-of-business teams.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Provide a strong client experience by being present with clients and teammates and delivering tailored financial wellness recommendations.
•Deliver client solutions by referring appropriate investment and insurance products based on client needs.
•Build and document a client referral pipeline by identifying and developing internal and external centers of influence and prospecting systematically.
•Develop and maintain in-depth knowledge of private client products/services and competitive offerings to lead meaningful financial conversations.
•Open personal and business accounts and support branch operations, including assisting with Teller transactions as needed.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

•High School Diploma, GED, or equivalent experience (required).
•Experience developing new and existing customer relationships, achieving sales goals, and building referral sources in insurance and investment products (required).
•Foundational sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking (required).
•Interpersonal skills to build rapport quickly and influence business partners through centers of influence (required).
•FINRA License S6, FINRA License S63, FINRA Security Industry Essentials (SIE), and life and health insurance licenses upon hire (required).

Education:High School

Skills:Client relationship buildingProblem solvingIntegrityTime managementCommunication

Licenses:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life and Health Insurance Licenses Upon Hire

Certifications:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life and Health Insurance Licenses

Tech Stack:MS WindowsWordExcelMobileAppsWeb-based browsing

Company Brief

KeyCorp

KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cleveland, United States

Founded: 1849

Glassdoor: 3.6

Website LinkedIn

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KeyCorp

20 hours ago

Licensed Private Client Banker

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Provide a strong client experience by being present with clients and teammates and delivering tailored financial wellness recommendations.
•Deliver client solutions by referring appropriate investment and insurance products based on client needs.
•Build and document a client referral pipeline by identifying and developing internal and external centers of influence and prospecting systematically.
•Develop and maintain in-depth knowledge of private client products/services and competitive offerings to lead meaningful financial conversations.
•Open personal and business accounts and support branch operations, including assisting with Teller transactions as needed.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

•High School Diploma, GED, or equivalent experience (required).
•Experience developing new and existing customer relationships, achieving sales goals, and building referral sources in insurance and investment products (required).
•Foundational sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking (required).
•Interpersonal skills to build rapport quickly and influence business partners through centers of influence (required).
•FINRA License S6, FINRA License S63, FINRA Security Industry Essentials (SIE), and life and health insurance licenses upon hire (required).

Education:High School

Skills:Client relationship buildingProblem solvingIntegrityTime managementCommunication

Licenses:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life and Health Insurance Licenses Upon Hire

Certifications:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life and Health Insurance Licenses

Tech Stack:MS WindowsWordExcelMobileAppsWeb-based browsing

Company Brief

KeyCorp

KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cleveland, United States

Founded: 1849

Glassdoor: 3.6

Website LinkedIn